2025-12-11 to 2026-01-06

Breaking Changes

Bucket Functionality Removed

• PR: #2504 | ClickUp: 868gtp6td

• Completely removed the bucket functionality from the application

• Deleted all bucket-related models, controllers, views, tests, and database migrations

• Any workflows depending on buckets will need to be updated

New Features

B2B Company Payment Bypass

• PR: #2456 | ClickUp: 868gum9k3

• Orders with B2B company payors no longer require a payment method

• Automatic invoice generation when B2B orders move past PendingPayment

• Email invoices sent automatically for companies with SEND_EVERY_INVOICE statement type

• Invoice template updated to only show prescription order items (excludes shipping services)

NetSuite Integration Enhancements

Company Sync to NetSuite

• PR: #2497 | ClickUp: 868gcb1xv

• Companies can now be synced to NetSuite as customers

• Introduced NetSuiteCustomer contract and SyncsCustomerWithNetSuite trait

• Unified sync mechanism for both Patients and Companies

• Added manual sync button in Company UI

• New NetSuite fields added to Company model

Formula Assembly Item Sync

• PR: #2410 | ClickUp: 868grv9jb

• Formulas now automatically sync as Assembly Items to NetSuite when first formula log is finalized

• SyncNetSuiteAssembly event dispatched on formula log finalization

Chemical Item ID Naming

• PR: #2441 | ClickUp: 868guc18p

• New naming convention for chemicals in NetSuite:

  • Primary NDC → use NDC directly

  • Multiple NDCs with primary set → use primary NDC

  • Multiple NDCs without primary → use first NDC

  • No NDC but has UPC → prefix with UPC-

  • No NDC/UPC but has OTHER identifier → prefix with OTHER-

  • No identifiers → fallback to Chemical-<internal-key>

Order Locking for Fill Views

• PR: #2466, #2514 | ClickUp: 868gv37md

• Added lock status indicators to PV verification, dispensing, shipping, and pickup pages

• Action buttons disabled/hidden when order is locked by another user

• New OrderIsLocked middleware for fill routes

• New fill sub-layout component for consistent lock status display

Pricing Engine Refactor

• PR: #2219 | ClickUp: 868fyeb36

• Introduced PricingContext DTO to replace loose arrays

• Enhanced rule and discount matching logic

• Comprehensive unit tests for rule resolution, inheritance, discount stacking, and min price enforcement

• PR: #2535 | ClickUp: 868gw2mr3

• Fixed pricing discount caching issue in applies-to dropdown

Pharmacist Consultation Tab Enhancements

• PR: #2473 | ClickUp: 868gubrzw

• Added alert message to consultation page

• Added bill_to contact details

• Added PrescriptionItem list with order items and fills

• "New Rx/Refill" badge now visible in all modes

Chemical Identifier Requirements

• PR: #2444, #2539 | ClickUp: 868gujkyd

• At least one identifier now required when creating a chemical

• Only one primary identifier allowed per chemical

Inventory Validation for Expired/Zero Stock

• PR: #2491 | ClickUp: 868fmctt8

• Prevents using expired or zero-stock inventory for:

  • Chemical, device, or formula lot inventories during compounding

  • Formula lots during fill dispensing

• Two-level validation: UI error on scan + backend validation

• Inventory adjustment dialog now reopens on validation errors

Improvements

RBAC & Permissions

• PR: #2474 | ClickUp: 868g3pz8e

• Corporate User RBAC fixes

• PR: #2476, #2521 | ClickUp: 868gtjju9

• Global roles can no longer be edited

• Fixed protected group permissions

Pharmacy Settings Reorganization

• PR: #2460 | ClickUp: 868gugbjh

• NetSuite fields relocated to Integrations section

• Integrations organized by service categories

• Added "NetSuite Enabled" field

Preset Queues Consolidation

• PR: #2505 | ClickUp: 868gwcde0, 868gwcc0j, 868gwcc5g, 868gwcckz

• All preset queue functionality consolidated under Pharmacy Settings

• Removed duplicate controllers and routes

• Pre-seeded queues no longer show delete option

Number Formatting Standardization

• PR: #2127 | ClickUp: 868gech0v

• Created FormatsTotalInStock trait

• New numberFormatter PHP helper matching frontend utility

• Standardized number display across table columns and UIs

Activity Log Improvements

• PR: #2490 | ClickUp: 868gtxycn

• Fixed activity tracking for bulk updates

• Date fields now properly formatted

• Improved field display labels

Vendor Feature Flags

• PR: #2482 | ClickUp: 868gpyjrq

• Added feature flags for vendor edit, delete, and restore operations

• UI actions hidden when features are disabled

Shipping Service Improvements

• PR: #2489 | ClickUp: 868gwdvhh

• Preset shipping services now fetched from ShipEngine API

• Resolves carrier ID mismatch issues

Rx Origin Options Cleanup

• PR: #2488 | ClickUp: 868ghtq9b

• Removed Surescripts and Prescriber Portal options

• E-Fax orders now auto-select E-Fax as Rx Origin (read-only)

Formula Rx Last Date Used

• PR: #2282 | ClickUp: 868ftfdj3

• "Rx Last date used" now properly populated from latest fill timestamp

Company Resource Address Structure

• PR: #2503 | ClickUp: 868gwmjqn

• Simplified company address to singular address key

• Optimized eager loading

Bug Fixes

Order Management

Prescription & Medication

Patient & Clinical Info

Verification & Dispensing

Inventory & Compounding

UI & Search Issues

Table Sorting Issues

Form Validation

Pharmacy & Prescriber

Transactions

Other Fixes